Heritage Wealth Advisors
Position in ARI — Apollo Commercial Real Estate Finance, Inc.
CIK 1591122
RICHMOND, VA
Position in ARI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,476
+$84 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#238
of 281 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARI Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Heritage Wealth Advisors holds $39,110 across 3 REIT - Mortgage names. ARI ranks #2 (19.1% of the industry book) .
All Filings in ARI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,476 | 700 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,392 | 700 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,776 | 700 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,091 | 700 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,776 | 700 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,699 | 700 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,062 | 700 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,433 | 700 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,853 | 700 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $7,798 | 700 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $8,218 | 700 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||